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Financial Planning Programs

We are fiduciaries.

As fiduciaries, we are legally bound to work in your best interest.

We make Financial Planning programs available to you. These programs are crafted specifically to help you address major areas in your financial plan, but first, we have to determine which plan is appropriate for you.

If you are interested in one of the following programs, you are not obligated to make any decisions and there is no cost for the first meeting.

Financial Planning Programs Overview

What planning concerns do you have?

Building Careers

  • Using discretionary income efficiently
  • Choosing the right investments
  • Reaching financial goals quicker
  • Best ways to cover future expenses
  • Finding ways to maximize cash flow
  • Limiting or reducing taxes
  • Maximizing workplace benefits  

Mid-Career or Nearing Retirement

  • Fortifying your retirement savings
  • Determining your best tax strategies
  • Planning for the costs of college
  • Looking after your kids while taking care of your aging parents
  • Preparing for the “what-ifs” of life

Wealth Management

*Wealth Management is appropriate for those with over $1 million in investable assets outside of plan assets. This is an all-inclusive service with no out-of-pocket financial planning fees that also provides ongoing fiduciary investment guidance.

  • Coordinating your retirement income and making your money last
  • Developing your estate plan
  • Considering your long term care for down the road
  • Determining your health care needs
  • Financially empowering your children
  • Taking the right steps towards early retirement

What do Financial Planning Programs Cover?

Building Careers

  • Techniques to maximize cash flow
  • Building a customized investment plan
  • Taking advantage of tax reduction opportunities
  • Understanding leverage and how to properly use debt
  • Major purchase planning
  • Retirement account and employee benefits guidance
  • Life and disability insurance needs analysis
  • Estate planning

Mid-Career or Nearing Retirement

  • Cash Flow and Savings Goals

  • Retirement Planning

  • Tax Planning

  • Estate Planning

  • Insurance Planning

  • Education Planning

  • Employee Benefits

  • Investment Plan Design

Wealth Management

  • Cash Flow and Savings Goals

  • Retirement Planning

  • Tax Planning

  • Estate Planning

  • Insurance Planning

  • Education Planning

  • Elder Care Planning

  • Investment Plan Design

What is the Cost for our Financial Planning Programs?

Building Careers

 

There is no cost to meet with our planner and you are not obligated to make any decisions for the first discovery meeting.

After we’ve met and determined planning is appropriate at this level the cost for this program is $500 down and $225 per month for the twelve-month engagement.

*The cost after year one will be agreed upon by you and your planner before you decide to continue in the program.*

Mid-Career or Nearing Retirement

There is no cost to meet with our planner, and you are not obligated to make any decisions for the first discovery meeting.

After we’ve met and determined planning is appropriate at this level, the cost is $500 down and $225 a month for the twelve-month engagement.

*The cost after year one will be agreed upon by you and your planner before you decide to continue in the program.*

Wealth Management

There is no cost to meet with our planner and you are not obligated to make any decisions for the first discovery meeting.

First $1,000,000 1%
Next $500,000 0.75%
Next $500,000 0.50%
Amount over $2,000,000 0.35 %

Are you ready to get started?

Schedule Your First No-Cost, No-Obligation Discovery Meeting
Talk to our fiduciaries